
Director of Tax, Trust & Estate Strategy
Charles Schwab, WorkFromHome, MN, United States
A leading financial services firm in Minnesota seeks a High Net Worth Tax & Estate Specialist to support Wealth Advisory teams and clients with complex tax and estate needs. This mid-senior level role emphasizes relationship building, educating partners, and uncovering client needs, with travel requirements between 10% to 25%. The firm offers competitive benefits, a hybrid work culture, and opportunities for continuous growth and learning.
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